Mount Yale Investment Advisors’s British American Tobacco BTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
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|
2025
Q1 | $691K | Buy |
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|
2024
Q4 | $598K | Sell |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $662K | Buy |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $521K | Buy |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $921K | Buy |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $794K | Buy |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $475K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $138K | Buy |
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|
2018
Q1 | $148K | Buy |
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